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Friday, August 28, 2020 Webcast

This Year's Best Income Tax, Estate Tax, and Financial Planning Ideas (E2008081)

8:30 AM - 4:30 PM EDT

Registration: 8:00 AM EDT

Webcast


8 CPE Credits in TX

OVERVIEW

With different tax rates for individuals and trusts, tax planning takes on more importance. New legislation increases the importance of generating new ideas for financial planning and saving for retirement. The purpose of this course is to explore practical tax-planning ideas that practitioners can use to assist clients with their needs. This course is crucial for CPAs who are looking for good ideas that can save clients money! Continually updated for legislative developments.

This course features a live instructor and has been specifically designed for the NJCPA.

DESIGNED FOR

All practitioners, especially those who want to provide the best up-to-the-minute tax advice

BENEFITS

  • Understand life insurance for both income and estate planning
  • Identify strategies that are effective following estate and gift tax reform
  • Understand options available to baby boomers as they reach retirement in light of Social Security
  • Prepare for potential legislative changes to retirement and estate planning

HIGHLIGHTS

  • Timely coverage of breaking tax legislation, including the SECURE 2.0 Act and Inflation Reduction Act provisions applicable to individuals
  • Changes to the lifetime estate tax exemption in light of proposed regulations
  • Considerations when selling a principal residence
  • Tax benefits of HSAs
  • An overview of the mechanics and practical considerations of Donor Advised Funds
  • Virtual currency
  • The best new income tax and estate-planning ideas
  • The changing Social Security landscape: long-term solvency issues and what it means for retirement planning
  • Creative charitable giving strategies
  • Financial planning strategies
  • Maximizing retirement plan benefits
  • Using intentionally defective grantor trusts
  • Miscellaneous tax-planning techniques that can add up to significant tax savings
  • How to use the whole family for tax savings
  • Life insurance
  • Up-to-the-minute ideas reflecting new tax law changes in cases, regulations, and rulings

COURSE LEVEL

Intermediate

PREREQUISITES

Basic course in individual income tax, Social Security, and estate planning

ADVANCE PREPARATION

None

ADDITIONAL NOTES

  • Qualifies for CFP credit
  • Qualifies for IRS credit

INSTRUCTOR

Robert Tolz

Robert D. Tolz

Robert D. Tolz is a member of Pavia & Harcourt LLP’s corporate, banking, and taxation practices. He represents clients and prepares and negotiates agreements in a wide variety of commercial contexts, including entity formation and operation, stock and asset sales, mergers, licensing, asset-based financing, loans, and factoring. Mr. Tolz handles all types of commercial transactions from the simplest organization of a startup business to complex and sophisticated multi-million dollar and multi-party deals. In addition, Mr. Tolz has helped clients resolve conflicts with the IRS and corresponding New York State and City tax agencies, including, where necessary, litigating in administrative and judicial arenas. Mr. Tolz’s tax expertise allows him to guide clients through the opportunities and obstacles presented by federal and local tax laws, and provides Mr. Tolz with a distinct perspective in his corporate work. Mr. Tolz graduated from New York University Law School (J.D. and LL.M., Taxation) and Cornell University (B.A.).

PRICING

$389.00 - Nonmember

$289.00 - Member

Pre-Registration Closed

Online pre-registration for this event is now closed.

ADDITIONAL OPTIONS

Print a registration form

COURSE DEVELOPER

Surgent

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